内容概要：压缩空气储能是一种利用压缩空气来储能的技术，被认为是最具发展潜力的大规模储能技术 之一。压缩空气储能技术自20世纪50年代诞生以来，已在国外形成了商业运营的规模。我国的压缩空气 储能技术起步虽晚，但增长势头迅猛。我国近年来高度重视压缩空气储能技术的研发与应用，在国家相 关政策的大力支持下，科研机构和企业积极开展了一系列研究工作和技术攻关。2016-2024年期间，我 国压缩空气储能技术专利数量总体呈增长趋势，2024年我国压缩空气储能技术专利数量达到597件的峰 值。随着新能源装机容量的持续扩大及新型电力系统能源结构的变革，储能的刚性需求日益凸显，已经 成为新能源领域的标配，市场规模迅速扩大。截至2025年5月15日，我国已投运的压缩空气储能项目共 13个，累计装机接近1000兆瓦。随着计算机网络技术的不断演进与创新，5G通信技术的广泛应用等都 将推动压缩空气储能体系向更高水平发展，压缩空气储能体系的网络控制技术正迎来前所未有的发展机 遇。 上市企业：中国能建(601868.SH)，中国电建(601669.SH)，陕鼓动力(601369.SH)，沈鼓集团 (A01518.SH)，东方电气(60087 ...

倒计时20天 2025第五届起点两轮车换电大会 及轻型动力电池技术高峰论坛 活动主题： 换电之城 智慧两轮 主办单位： 起点锂电、起点钠电、起点两轮车及换电 活动时间： 2025年7月10-11日 活动地点： 深圳宝安登喜路国际酒店 据当地媒体报道，6月19日，位于 天津宝坻九园工业园区的 飞毛腿绿色储能智能制造项目正式开工。 该项目占地 500亩，总投资 50亿元 ，是 宝坻区首个储能智造项目。 项目将聚焦电力储能电池箱、电池簇、商用车换电PACK插箱、大型电 力集装箱储能预制舱以及工商业储能系统、二轮换电电池PACK等高端产品的研发与制造，计划建设15条方型锂电池PACK自动生产线、6条 储能集装箱自动装配线及2条工商业储能生产线，规划年产能达96GWh。 项目 投产后，预计年产值将实现约100亿元，未来将打造成为北方地区新能源储能领域的"超级工厂"。 飞毛腿（天津）储能科技有限公司（下文简称：飞毛腿储能）董事长王鑫 表示， 天津工厂的建设，标志着飞毛腿公司正式开启'南北呼应、 双核驱动'的发展新格局，两大基地将通过技术协同与产能联动，辐射全国乃至全球储能市场。 飞毛腿储能是该 绿色储能智能制造项目的建设 ...

2025 年 6 月 20 日 内需承压外需向上，政策预期扰动市场 ---2025 年储能市场半年度行情展望 邵婉嫕 投资咨询从业资格号：Z0015722 shaowanyi@gtht.com 刘鸿儒（联系人） 从业资格号：F03124172 liuhongru@gtht.com 报告导读： 货 研 究 2025 年上半年，全球储能市场延续高增长趋势，但不同地区间表现分化。中国市场表现抢眼，1-5 月储能新增装机 18.62GW/47.57GWH，同比+112%；美国市场延续强劲增长，新增装机 2346MW，同比+59%；欧洲市场分化显著，德国 1-5 月新 增 1278MW/2038MWH，同比-16%；意大利 Q1 新增装机 266MW/497MWH，同比-46%；英国 Q1 新增 419MW/959MWH，同比+109%。 所 2025 年全球储能新增装机预期略有下调，预计新增 228.4GWH，同比增长 21%，尽管低于前期预期，但整体增速仍处于 高位。从国内市场来看，强制配储政策取消与"531"抢装潮的结束，预计将对下半年装机节奏带来一定压制。然而，当前 中标项目储备充足，部分项目有望以独立储能形式 ...

作为广安经开区引进的新能源储能高新技术企业，绿健芯时代现有厂房约12000平米，日产200万只锂离 子电池，项目总投资10亿元，共分三期建设。 END 关注公众号，点击公众号主页右上角" ··· "，设置星标 "⭐" ，关注 鑫椤锂电 资讯~ -广告- 本文来源：川观新闻 据"广安经开区"消息，近日，位于四川广安经开区的绿健芯时代科技有限公司（以下简称"绿健芯时代"） 一期项目已实现试生产，投产进度已达预期一半，预计年底将实现约1.5亿元产值。 2025（第三届）中国固态电池 技 术 发 展 与 市 场 展 望 高 峰 论 坛 END ...

Group 1 - The strategic cooperation framework agreement was signed between the government of Qingyang City, Gansu Province, and Beijing Tianqi Hongyuan New Energy Technology Co., Ltd., a subsidiary of Jiangsu Tongli Risheng Machinery Co., Ltd., marking a significant step in promoting green electricity direct connection and supporting the national "East Data West Calculation" strategy [2] - The cooperation focuses on deep collaboration in the fields of new energy equipment manufacturing and energy storage applications, including the construction of energy storage equipment manufacturing bases and energy storage power stations [2] - Tianqi Hongyuan has registered two companies in Qingyang, which will undertake the construction of the energy storage equipment manufacturing base and energy storage power station projects [2] Group 2 - Tianqi Hongyuan signed a strategic cooperation agreement with Shell China to develop and apply fully immersed liquid cooling technology, which enhances the safety and lifespan of energy storage systems [3] - Shell has leading research and development capabilities in special fluids and thermal management solutions, particularly in immersion cooling applications, which can help data centers reduce energy consumption and operational costs [3] - Shell's immersion cooling liquid has been recognized by major chip manufacturers like Intel and has been deployed in various locations, including the world's first fully immersed energy storage cabinets [3] Group 3 - Tianqi Hongyuan focuses on new energy and energy storage, leveraging microgrid core technology to promote clean energy development, and has successfully undertaken significant projects like the Gansu National Grid-side Energy Storage Power Station [4] - The company has extensive experience in energy storage system integration, battery management, and large-scale production, particularly in the application of immersion liquid cooling technology [4] - The collaboration between Shell and Tianqi Hongyuan aims to develop safer and more efficient energy storage solutions, focusing on key areas such as technology leadership, brand building, supply assurance, and service [5]

编号：2025-012 | | 特定对象调研 □分析师会议  | | | --- | --- | --- | | | □媒体采访 □业绩说明会 | 投资者关系活动 | | | □新闻发布会 □路演活动 | 类别 | | | □现场参观 | | | | 其他 | | | | 民生证券：刘海荣 | 参与单位名称及 | | | | 人员姓名 | | | 年 月 日 （周四）下午 2025 5 22 13:30~14:30 | 时间 | | | 公司 会议室 401 | 地点 | | | 董事、财务总监：刘希芬 | 上市公司接待人 | | | 副总经理、董事会秘书：李政良 | | | | 新能源事业部生产运营分部副部长：周强 | 员姓名 | | | 1.公司是否有利用现有资源开展新能源储能项目研究？ | | | | 答：昆明安宁 350MW 压缩空气储能示范项目已完成项目备案 | | | | 及可研评审，并已向云南省能源局申报云南省能源领域首台 | | | | （套）重大技术设备项目，正在履行立项报批程序。谢谢！ | | | | 2.2024 年天然气亏损多少？主要的亏损原因是什么？ | 投资者关系活动 | | ...

Core Viewpoint - The company reported a revenue of 3.015 billion yuan for the fiscal year 2024, marking a year-on-year growth of 7.17%, and a net profit attributable to shareholders of 205 million yuan, reflecting an 18.25% increase [2] Group 1: Financial Performance - For the fiscal year 2024, the company achieved a revenue of 3.015 billion yuan, up 7.17% year-on-year [2] - The net profit attributable to shareholders was 205 million yuan, representing an 18.25% increase [2] - The net profit after deducting non-recurring gains and losses was 174 million yuan, showing a growth of 19.88% [2] - In Q1 2025, the company reported a main revenue of 754 million yuan, a year-on-year increase of 26.48% [3] - The net profit attributable to shareholders in Q1 2025 was approximately 60.69 million yuan, up 17.25% [3] - The net profit after deducting non-recurring gains and losses in Q1 2025 was about 56.61 million yuan, reflecting a 29.51% increase [3] - The company's debt ratio stood at 38.21% with an investment income of 191,300 yuan and financial expenses of -1.94 million yuan [3] - The gross profit margin was reported at 18.65% [3] Group 2: Industry Outlook - The industry is currently experiencing opportunities in digital economy and green low-carbon development, with rapid advancements in key areas such as 5G, artificial intelligence, and new energy storage [2] - The company aims to leverage these industry opportunities by focusing on technological innovation, market expansion, quality improvement, and optimizing industrial layout [2] - The company is positioned in critical sectors such as lead-acid batteries, lithium-ion batteries, and new technology batteries, which are essential for digital infrastructure and new energy systems [2]

Group 1: Financial Performance - In 2024, the company achieved an operating income of 3.015 billion yuan, a year-on-year increase of 7.17% [1] - The net profit attributable to shareholders was 205 million yuan, reflecting a growth of 18.25% compared to the previous year [1] - The net profit attributable to shareholders, excluding non-recurring gains and losses, was 174 million yuan, with a year-on-year growth of 19.88% [1] Group 2: Future Growth Opportunities - The company identifies key growth areas in the digital economy and green low-carbon development, particularly in 5G, artificial intelligence, and new energy storage [2] - The focus will be on technological innovation, market expansion, quality improvement, and optimizing industrial layout to enhance operational efficiency [2] - The company aims to consolidate its traditional business advantages while accelerating the development of emerging business sectors [2] Group 3: Industry Outlook - The industry is positioned to benefit from the rapid development of digital infrastructure and new energy systems, with lead-acid batteries, lithium-ion batteries, and new technology batteries playing crucial roles [2] - The ongoing transition in energy structure and digitalization is expected to create diverse demand scenarios for power production, conversion, storage, and application [2] - The overall industry performance is strong, with significant growth potential driven by advancements in key sectors [2]

5月15日，上海普利特复合材料股份有限公司、江苏海四达电源有限公司董事长周文荣耀出席2025CIBF开幕式。开幕式圆满落幕后，周文董事长陪同协会 理事长郑宏宇等一行领导参观海四达展位，公司技术专家苏金然为郑宏宇理事长一行深度剖析公司半固态电池、钠离子电池及储能电池系统的核心优势， 专业解读为展会注入权威活力。 电子烟蔓 ICH TAR ELE i = Na liza TAR Na* 搜索证 SF7407 国际电池技术交流会/ # 1-12 NEW ANGEMAI 您的时代 型 STINE STIN 3 美7 海四达携半固态电池、钠离子电池、全极耳锂离子电池及系统解决方案璀璨亮相，全方位展现前沿技术路径与多元产品矩阵，吸引全球专业人士热切关 注。 「攻克固态前沿技术」 海四达乘胜追击，在欧洲The Smarter E Europe 2025上隆重发布全球首款314Ah半固态电池，凭借突破性固液混合电解质技术，重新定义储能安全边界。目 前，广东海四达已建成两条自动化生产线，年产能6GWh。随着314Ah大容量半固态电池的上市，凭借其高安全性、长循环寿命和低成本的优势，海四达 半固态电池可满足多元场景需求，广泛适用 ...

2023年以来，受原材料价格影响和去库存等因素影响，龙蟠科技持续处于亏损之中，不过亏损额度不断 减少。 2025年一季度，龙蟠科技实现营业收入15.92亿元，同比增长7.99%；净利润-2594.88万元，同比增长 66.98%。 签大单助产品稳定销售 龙蟠科技签下大单，为未来收入稳定向好打下基础。 长江商报消息 ●长江商报记者 黄聪 正在持续减亏的龙蟠科技（603906.SH、02465.HK），拿下一单大合同。 5月9日晚间，龙蟠科技发布公告称，与楚能新能源股份有限公司（简称"楚能新能源"）的全资子公司签 署了协议，自2025至2029年间合计向其销售15万吨的磷酸铁锂正极材料，合同总销售金额超50亿元。 龙蟠科技表示，签订本协议有助于与下游合作伙伴建立长期稳定的关系，有助于公司产品的稳定销售， 符合公司发展战略规划。 协议约定，预计将由卖方自2025至2029年间合计向买方销售15万吨的磷酸铁锂正极材料，销售模式包括 卖方自供碳酸锂及买方客供碳酸锂，具体单价由各方根据本协议条款逐月确定，如按照预计数量及市场 价格估算（不考虑客供碳酸锂模式的情况下），合同总销售金额超人民币50亿元（最终根据销售订单据 实 ...